Adrian Ojeda is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 1 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 253 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BWM's fees for managed accounts are negotiated and typically range from 0.50% to 1.75% of the value of your portfolio annually, depending on the size of the account and the complexity of the service. Fees are charged monthly or quarterly. BWM may negotiate lower fees. External managers charge their own fees, which are not included in BWM's fees.
Location
333 SE 2nd Ave, Suite 3950, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adrian is a 51% stakeholder in Huntsridge LLC, a real estate company with rental properties, since 2021. He spends minimal time on business maintenance and contract renewal, with his wife handling the primary duties.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
State Registrations2 states
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